Well it is still tough sledding out there especially for my growth names but I am staying the course. I am long term focused and have held some of these names almost 10 years now so you won’t see me turning paper losses into realized losses anytime soon. That said, there have been a few bright spots to highlight!
- $CHPT has been benefiting on the back of the energy transition and need for charging stations for all the EV’s on the road and coning in the future as their popularity continues to grow with consumers.
- $O - I started a position here thanks to a friend @investor_from_nepal and have it set to DRIP (dividend reinvestment program). I plan to let this compound for at least 5 years. Hope to give the portfolio some stability via regular (monthly) dividend income.
- $WING - has been a very strong performer for me. An underrated stock in my opinion. I chose them based on some research I did on their ability to tackle supply chain issues during and after the pandemic. They moved from simply buying wings to the entire bird. Started selling dark meat and thighs and now are using the rest of the meat to create a new line of chicken sandwiches. Overall I am very impressed with their leadership and creativity to strengthen their business with new offerings in an overall challenging environment.
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I like NTST over O but you already know that lol. Need more CVS my man lol